Whitebark Investors LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Whitebark Investors LP disclosed 10 US equity positions worth $210.0m in its Q3 2025 13F filing. The largest position was FLUTTER ENTMT PLC at 16.9% of the reported book, followed by MSFT and CPNG. Against the Q2 2025 filing, it opened 2 new positions, added to 3 and reduced 1 among the top 10 holdings.
What did Whitebark Investors LP own in Q3 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | 16.9% | $35.5m | 139,834 | -5% | reduced | |
| 2 | MSFT MICROSOFT CORP | Technology | 16.3% | $34.3m | 66,139 | 0% | held |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 14.1% | $29.7m | 922,431 | 6% | added |
| 4 | TDS TELEPHONE & DATA SYS INC | Communication Services | 13.6% | $28.6m | 729,194 | 0% | held |
| 5 | GSHD GOOSEHEAD INS INC | 12.0% | $25.2m | 339,008 | 0% | held | |
| 6 | BLND BLEND LABS INC | 9.7% | $20.3m | 5,566,198 | 15% | added | |
| 7 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 7.7% | $16.1m | 450,100 | 102% | added |
| 8 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 5.0% | $10.4m | 650,000 | 0% | held |
| 9 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 3.6% | $7.7m | 15,800 | – | new |
| 10 | KLAR KLARNA GROUP PLC | Financial Services | 1.0% | $2.2m | 60,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.